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First, we'll review the most important elements of the Ledger window. We'll cover the most important elements and what they're used for.
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Ledger
The center of the window is devoted to the Ledger itself. The Ledger will display whatever is selected in the Ledger Sidebar. Depending on the View Options set, this will display charges, payments, claims, adjustments, comments, and any clinical items you have set to view.
Ledger items are color-coded. You can review and adjust the color coding by navigating to the References Ability > Ledger Colors.
With a line item selected, MacPractice will highlight in yellow all items that are connected to it. For example, if a payment has been applied to a charge, if you select either the payment or the charge, the other item will be highlighted.
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Ledger Sidebar
Also referred to as the Incident Sidebar. In the Ledger Sidebar you can navigate between Treatment Plans, the Account Ledger, or the patient's Incidents, denoted by the folder icon. Each Incident can contain Transactions, which is the ledger view seen in the screenshot above, and/or Treatment Plans, which allow you to create a set of charges that don't impact the Account Balance until you move them into Transactions.
Drop down Menus
Incidents Drop Down Menu: This menu, located immediately above the Ledger Sidebar, can be used to create and manage Incidents and Treatment Plans.
Charges Drop Down Menu: This menu allows you to post new charges, and to reverse charges from Transactions to a Treatment Plan, or move Treatment Plan charges to Transactions.
Payments Drop Down Menu: This menu allows you to post patient payments, insurance payments, and custom payment types designated in the References Ability > Payment Types.
Other Drop Down Menu: This menu contains many options, such as the ability to post adjustments, comments, and refunds. You can also manually set the status of a claim and export an incident's ledger into an Excel file.
Print Drop Down Menu: This menu allows you to create insurance claims. It also allows you to print a variety of items, most importantly Incident and Account Statements, and also Treatment Plans, Predeterminations, Inventory Receipts, etc.
View Options Drop Down Menu: This menu allows you to customize what items are visible on the Ledger window. You can filter the options to only include specific items, and also customize what clinical items will appear in the ledger.
Ledger Balance
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Table
At the bottom of the ledger window, you'll see the Ledger Balance Table. This section will display the Patient Portion and Insurance Portion balance, and what portions are due since 0-30 days, 31-60 days, etc. This allows you to note the status of the Account in a quick glance.
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Posting Charges
New charges are entered by clicking on the Charges drop down menu and selecting New Charges. This will bring up the Charge Window.
There's a lot to this window, but we'll cover just the basics. For a complete overview of each element of the Charge Window, please refer to our Charge Window At a Glance - Interactive article.
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First, you'll want to ensure the correct Fee Schedule is selected in the upper left hand corner of the Charge Window. All of your pre-set procedure codes pull from References > Fee Schedules, so if a code you're looking for is missing, that would be the first place to look.
Next, you'll want to enter one of your Procedure codes into the Code field. You can either type in the Code, or you can click the search icon to bring up a search box.
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For a complete overview of all elements, please refer to our Payment Window At A Glance - Interactive article.
Patient Payments can be posted with or without a Charge, but if there is no Charge available, you cannot apply a payment, as there is no item to apply the payment to.
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For more information on adding Insurance, please refer to our Primary & Secondary Tab - Insurance and Patient Tab - Insurance articles.
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To create a claim for a set of Charges, select the Charges that you wish to include on the claim and click on the "Print" drop down menu. Select the "Create Insurance Claim" option. This will bring up the Claim Creation window.
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The top part of the Claim Creation Window will display a line item for each claim that will be generated. Sometimes, if each Charge has a different provider/facility/lab, Claims will be split to accurately submit the appropriate information for each Charge. Insurance information will pull from the Primary/Secondary tab and the Patient tab of the Patients Ability.
The "Insurance Carrier" field will determine the insurance company listed on the Claim, with the "Other Insurance" field will list the other insurance on the claim as well.
The "Form / Template" field will determine what form the insurance claim will be printed on. If you have eClaims active on your license, you can also choose to submit this claim as an eClaim here. If the form you wish to use is not present, you can search through the available forms in References > Forms.
The "Accept" checkbox is to determine whether benefits being assigned to the provider will be accepted.
The "Secondary" checkbox determines whether this is a claim submitted to secondary insurance or the primary insurance.
The bottom part of the Claim Creation Window lists all the charges to be included on the claim.
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Once you've reviewed all the fields, clicking "OK" in the lower right will create the claim and prompt you to print off the claim. Before printing, we advise that you click on the "PDF" drop down in the lower left and select "Open PDF in Preview". This will open up a digital copy of the claim form which you can review and print once you are satisfied with the results.
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For more information on the Claim Creation Window, please refer to our Claim Creation Window At A Glance - Interactive article.
Posting Insurance Payments
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